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Driehaus Capital Management’s Applied Optoelectronics AAOI Stock Holding History

Driehaus Capital Management’s Portfolio AAOI Stock Details AAOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$53.5M Buy
632,337
+124,864
+25% +$7.97M 0.39% 88
2025
Q4 		$17.7M Buy
507,473
+132,177
+35% +$3.95M 0.12% 219
2025
Q3 		$9.73M Sell
375,296
-565,617
-60% -$14.5M 0.07% 281
2025
Q2 		$24.2M Buy
+940,913
New +$15.2M 0.19% 157
2025
Q1 		– Sell
-510,594
Closed -$18.8M – 396
2024
Q4 		$18.8M Sell
510,594
-1,011,454
-66% -$27.2M 0.16% 180
2024
Q3 		$21.8M Buy
1,522,048
+680,074
+81% +$7.05M 0.19% 162
2024
Q2 		$6.98M Sell
841,974
-2,575,435
-75% -$28.3M 0.07% 238
2024
Q1 		$47.4M Buy
3,417,409
+651,091
+24% +$11M 0.47% 54
2023
Q4 		$53.4M Buy
2,766,318
+1,386,054
+100% +$18.1M 0.64% 32
2023
Q3 		$15.1M Buy
+1,380,264
New +$14.6M 0.2% 163
2017
Q3 		– Sell
-14,441
Closed -$892K – 474
2017
Q2 		$892K Sell
14,441
-194,410
-93% -$11.4M 0.03% 360
2017
Q1 		$11.7M Buy
208,851
+88,271
+73% +$3.48M 0.4% 55
2016
Q4 		$2.83M Buy
120,580
+60,955
+102% +$1.41M 0.1% 220
2016
Q3 		$1.32M Buy
+59,625
New +$923K 0.04% 321
2015
Q4 		– Sell
-121,534
Closed -$2.28M – 537
2015
Q3 		$2.28M Buy
121,534
+66,967
+123% +$1.3M 0.08% 265
2015
Q2 		$947K Buy
+54,567
New +$872K 0.03% 415
2014
Q3 		– Sell
-66,966
Closed -$1.55M – 521
2014
Q2 		$1.55M Buy
+66,966
New +$1.44M 0.05% 386

Other funds holding AAOI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
OAM
Oberweis Asset Management Lisle, Illinois $3.39B AUM 105.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Driehaus Capital Management's AAOI Position: Q1 2026 in Review

Driehaus Capital Management increased its Applied Optoelectronics (AAOI) stake by 25% in Q1 2026, buying an estimated $7.97M and bringing the position to 632,337 shares worth $53.5M. The position accounts for 0.39% of the portfolio, ranked #88.

Driehaus Capital Management first reported a position in AAOI in Q2 2014 and has held it in 17 quarters since. 375 funds tracked by Wall St. Rank hold AAOI as of Q1 2026.

  • Driehaus Capital Management held 632,337 shares of Applied Optoelectronics worth $53.5M as of Q1 2026.
  • Driehaus Capital Management bought 124,864 Applied Optoelectronics shares in Q1 2026, an estimated $7.97M.
  • Applied Optoelectronics made up 0.39% of Driehaus Capital Management's portfolio in Q1 2026, its #88 holding.
  • Driehaus Capital Management first reported a position in Applied Optoelectronics in Q2 2014 and has held it in 17 quarters since.
  • 375 funds tracked by Wall St. Rank held Applied Optoelectronics as of Q1 2026.

Based on Driehaus Capital Management's 13F filing for Q1 2026, filed 15 May 2026.